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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 3:59 PM EST

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To: Dan3 who wrote (182763)11/23/2005 8:25:22 PM
From: willowy  Read Replies (1) of 186894
 
Dan: AMD's gone from 0% to nearly 40% of the very most profitable segment of the computer chip business in 5 years...Next quarter, AMD will be doubling the amount of manufacturing space it has - and that's been the only thing holding them back, until then

Questions:

1. If AMD is taking so rapidly market share in "the very most profitable business" how come their ttm net income is only $40M on $5.3B revenue?
2. Is it not of a concern to you that doubling manufacturing space would increase their expenses quite significantly, potentially wiping out any possible profit if not bringing the entire business into red area again? Don't you have any concern?

ttm=trailing twelve months

willowy
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